Convey Wealth Management

Convey Wealth Management is a financial services firm uniquely specializing in tax-smart planning and wealth management for corporate executives, tech innovators, high-achieving entrepreneurs, and their families.

With 25 years in the industry, our comprehensive approach brings together an extensive network of experts in insurance, estate planning, mortgages and other areas. Convey Wealth Management is built on clear and accessible communication to ensure clients understand their investments so that we can best address their financial needs.

As fee-only fiduciary advisors, we focus on what’s best for each individual client, giving careful consideration to the people and causes they care about.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

361 Newbury Street 5th Floor - #4656 Boston, MA 02115 Phone: (310) 397-4373

Primary Office

14431 Ventura Boulevard, #251 Sherman Oaks, CA 91423 Phone: (310) 397-4373

Other Offices

361 Newbury Street 5th Floor - #4656 Boston, MA 02115 Phone: (310) 397-4373